Quadrant Capital Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Quadrant Capital Group’s Portfolio DSI Stock Details DSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$46.1K	Hold	380	–	–	﹤0.01%	1735
2025 Q4	$49K	Hold	380	–	–	﹤0.01%	1688
2025 Q3	$47.9K	Buy	+380	New	+$45.9K	﹤0.01%	1691
2025 Q2	–	Sell	-380	Closed	-$38.9K	–	1703
2025 Q1	$38.9K	Hold	380	–	–	﹤0.01%	1802
2024 Q4	$41.9K	Hold	380	–	–	﹤0.01%	1523
2024 Q3	$41.3K	Hold	380	–	–	﹤0.01%	1537
2024 Q2	$39.5K	Hold	380	–	–	﹤0.01%	1524
2024 Q1	$38.3K	Hold	380	–	–	﹤0.01%	1532
2023 Q4	$34.6K	Hold	380	–	–	﹤0.01%	1571
2023 Q3	$30.9K	Buy	380 +96	+34%	+$8.14K	﹤0.01%	1499
2023 Q2	$23.9K	Buy	+284	New	+$22.6K	﹤0.01%	1632

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Quadrant Capital Group's DSI Position: Q1 2026 in Review

Quadrant Capital Group held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2026 at 380 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

Quadrant Capital Group first reported a position in DSI in Q2 2023 and has held it in 11 quarters since. The position peaked at $49K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Quadrant Capital Group held 380 shares of iShares MSCI KLD 400 Social ETF worth $46.1K as of Q1 2026.
Quadrant Capital Group left its iShares MSCI KLD 400 Social ETF share count unchanged in Q1 2026.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Quadrant Capital Group's portfolio in Q1 2026, its #1735 holding.
Quadrant Capital Group first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2023 and has held it in 11 quarters since.
Quadrant Capital Group's iShares MSCI KLD 400 Social ETF position peaked at $49K in Q4 2025.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Quadrant Capital Group's 13F filing for Q1 2026, filed 11 May 2026.